SEC 13F Intelligence

Oakmont Advisory Group, LLC / BNDX

Oakmont Advisory Group, LLC’s Vanguard Charlotte Fds Position

Does Oakmont Advisory Group, LLC own Vanguard Charlotte Fds (BNDX)? Yes22.8K shares worth $1M (+1.12% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
22.8K
% of Portfolio
+1.12%
Quarters Held
1
currently held

Position History BNDX

Reported value by quarter
Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.8K$1M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oakmont Advisory Group, LLC’s full portfolio or all institutional holders of BNDX.